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Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
1726
Gryphon Financial Partners
Ohio
$736K +$44.5K +1,103 +7%
SIC
1727
Samalin Investment Counsel
New York
$734K -$8.75K -217 -1%
BWL
1728
Bogart Wealth LLC
Virginia
$734K +$68.8K +1,706 +11%
AWAP
1729
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$732K +$9.71K +241 +1%
FIC
1730
FCG Investment Company
Tennessee
$732K -$268K -6,656 -27%
FFWA
1731
FRG Family Wealth Advisors
Washington
$731K -$79.2K -1,965 -10%
SC
1732
Sapient Capital
Indiana
$730K -$162K -4,031 -19%
HAM
1733
Harmony Asset Management
Arizona
$729K -$742K -18,398 -51%
LCGC
1734
Legacy Capital Group California
California
$728K -$10.4K -259 -1%
KLCM
1735
KG&L Capital Management
Louisiana
$726K -$234K -5,805 -25%
CIA
1736
Compass Ion Advisors
Pennsylvania
$722K – – –
AWA
1737
Aaron Wealth Advisors
Illinois
$722K +$51.9K +1,288 +8%
JJBC
1738
James J. Burns & Company
New York
$720K +$300K +7,432 +74%
WQ
1739
Wealth Quarterback
New Jersey
$718K +$48.8K +1,210 +7%
CPWA
1740
Cerro Pacific Wealth Advisors
California
$717K +$700K +17,379 New
GWM
1741
Gray Wealth Management
Maine
$716K +$3.59K +89 +0.5%
CF
1742
Copperwynd Financial
Arizona
$715K +$106K +2,625 +17%
KIA
1743
Kraematon Investment Advisors
Massachusetts
$713K +$6.17K +153 +0.9%
KFA
1744
Kelleher Financial Advisors
New York
$711K -$219K -5,425 -24%
WFC
1745
Western Financial Corp
California
$711K +$17.9K +443 +3%
FA
1746
Financial Advisors
Massachusetts
$709K +$6.65K +165 +1%
RIA
1747
Richwood Investment Advisors
Ohio
$708K -$21.6K -536 -3%
RCM
1748
RB Capital Management
Nevada
$705K -$2.5K -62 -0.4%
CFP
1749
Catalyst Financial Partners
Massachusetts
$704K -$45.5K -1,128 -6%
LD
1750
Lipe & Dalton
New York
$704K – – –
68 69
70
71 72